Building an aged care value proposition

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the first of a three part series, Professional Planner Online filmed the session Building your Aged Care Value Proposition – facilitated by Louise Biti, director of Strategy Steps.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more information on Louise Biti’s seminars on advice in aged care, click here.

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Clients’ growing use of AI serves up opportunities for advisers

Clients’ growing use of AI serves up opportunities for advisers

AI is increasingly being used by individuals to inform financial decisions and improve their education on financial advice, according to new Financial Planning Standards Board research. This is in turn creating an opportunity for advisers to help clients contextualise and correct that information.

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